Insider Trading April 10, 2026 05:19 PM

Crestview Partners Disposes $36.7M in Select Water Solutions Shares

Transaction involves share redemptions and class cancellation as WTTR trades near its 52-week high

By Marcus Reed WTTR
Crestview Partners Disposes $36.7M in Select Water Solutions Shares
WTTR

Crestview Partners, a roughly 10% owner of Select Water Solutions Inc. (WTTR), sold a total of 3,096,223 Class A shares at $15.12 on April 8, 2026, for $36.7 million. The deal also included a redemption of LLC units that converted into 2,430,240 Class A shares and the cancellation of an equal number of Class B shares for no consideration. These moves come as WTTR trades near its 52-week high amid recent corporate actions including a cash dividend, an underwritten share offering and an analyst upgrade.

Key Points

  • Crestview Partners sold 3,096,223 Class A shares of WTTR at $15.12 on April 8, 2026, raising $36.7 million.
  • The transaction included redemption of 2,430,240 Common LLC Units into Class A shares and cancellation of 2,430,240 Class B shares for no consideration.
  • Select Water Solutions announced a $0.07 quarterly dividend, completed an underwritten offering of 13,725,491 Class A shares at $12.75, and received an analyst upgrade to Outperform with an $18 price target.

Transaction details

Crestview Partners, which holds approximately ten percent of Select Water Solutions Inc. (NASDAQ:WTTR), executed a sale of Class A common stock on April 8, 2026. The firm sold 2,430,240 shares of Class A Common Stock at $15.12 per share, and an additional 665,983 Class A shares at the same price, for a combined proceeds total of $36.7 million.

The same transaction set of filings shows related structural actions: 2,430,240 Class A shares were acquired through the redemption of Common LLC Units, and an equal number of Class B Common shares were cancelled for no consideration.


Market context and valuation

At the time of the sale WTTR shares were trading at $15.16, close to the 52-week high of $16. The company’s share price has climbed about 94% over the past year. WTTR currently trades at a price-to-earnings ratio of 73.74, and according to InvestingPro analysis cited in filings, the stock is considered overvalued relative to its Fair Value and is placed among names on the Most Overvalued list.


Recent corporate and market developments

Select Water Solutions recently declared a quarterly cash dividend of $0.07 per share on its Class A common stock. The dividend is scheduled to be paid on February 18, 2026 to shareholders of record as of February 6, 2026. A similar distribution has been approved for unitholders of SES Holdings, LLC.

The company also completed an underwritten public offering of 13,725,491 shares of Class A common stock, priced at $12.75 per share. That offering price was approximately 10% below the previous trading day’s close of $14.22.

On the research front, Northland upgraded Select Water Solutions’ rating to "Outperform" from "Market Perform," raising the price target to $18.00 from $12.00. Analyst Bobby Brooks pointed to strong fourth-quarter results and momentum in the company’s infrastructure and chemicals segments as the rationale for the change.


Summary of recent activity

  • Crestview Partners sold a total of 3,096,223 Class A shares on April 8, 2026, at $15.12 per share, generating $36.7 million in proceeds.
  • The transaction included the redemption of 2,430,240 Common LLC Units into Class A shares and the cancellation of 2,430,240 Class B shares for no consideration.
  • Separate corporate actions include a $0.07 quarterly dividend, an underwritten offering of 13,725,491 Class A shares at $12.75, and a Northland upgrade with a higher $18.00 price target.

These filings and transactions comprise the recent notable activity surrounding Select Water Solutions and its publicly traded Class A common stock.

Risks

  • InvestingPro analysis deems WTTR overvalued relative to its Fair Value, which may present valuation risk for investors - impacts the financial markets and equity investors.
  • The underwritten public offering of 13,725,491 Class A shares at $12.75 could have dilution effects and was priced about 10% below the prior day’s closing price of $14.22 - impacts equity holders and capital markets.
  • Insider/major shareholder sales, including Crestview’s $36.7 million disposal, introduce potential market perception risk and could affect WTTR’s trading dynamics - impacts investor sentiment and stock liquidity.

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